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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

1031 vs 721 vs QOZ: How to Defer or Eliminate Capital Gains
Taxes, Financial Planning, Real Estate, Capital Gains Tax

1031 vs 721 vs QOZ: How to Defer or Eliminate Capital Gains

1031s, 721s, and QOZs: Which Is Right for You?

If you're sitting on significant capital gains from rental properties, stock options, or the sale of a business, you're probably looking for ways...

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Digital illustration representing stablecoins as a bridge between crypto and traditional finance
Financial Planning, Crypto, Alternative Investments

Stablecoins 101: A Wealth Strategist's Guide to Crypto's Most Useful Asset

Stablecoins Explained: How They Work and Why the Wealthy Are Paying Attention

Cryptocurrencies have...

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NAPFA
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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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